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AIO Fee Only Financial Advisors

AIO Fee Only Financial Advisors

Reviews Summary

Customers consistently praise the financial advisory services for their personalized, long-term approach, emphasizing trust, transparency, and education. The team is commended for thorough planning, clear communication, and aligning strategies with clients' goals and values. Many highlight decades of reliable service, proactive portfolio management, and a focus on holistic financial health. The advisors are described as knowledgeable, patient, and attentive, fostering confidence in clients' financial futures. Initial meetings often solidify trust, with newcomers appreciating the lack of pressure and clarity in explanations. Overall, satisfaction is high, with recurring themes of professionalism, tailored advice, and results-driven collaboration.

About This Listing

Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Expatriates
Multi-state Experience
Cross-border Taxation
Bilingual Services

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Expatriates
Multi-state Experience
Cross-border Taxation
Bilingual Services

Contact Information

Address

4th & 6th Floors, 433 N Camden Dr

Beverly Hills, California 90210

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-7PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

We recently had our biannual meeting with Bill Holliday and AIO Financial. Bill is always very well prepared for our meetings. He has examined our current portfolio and has recommendations as to what should be sold and what to buy in order to balance our portfolio and to maximize our potential gains from the market. He is willing to take whatever time we need to understand our investments and provides guidance and information as to our long term prospects regarding whether or not our current finances will b

I recently started working with Bill at AIO financial advisors and I find him a pleasure to work with. He is helpful, knowledgeable, easy to talk with, and makes the process clear. We are in the early stages of getting things set up so my review is based on all these initial steps--it has been great!

After quite a bit of research we decided that AIO would best serve our needs- had a 1st meeting with them, and decided to proceed for more information. At our next meeting, Bill went over our specific financial situation, and was very clear to explain the whole process each step of the way. He answered all of our questions, including terms we weren't familiar with. Ultimately we both felt comfortable with everything we heard, and trust that this is the right place for us to be. I have a better understanding

We met with our team of financial advisors at AIO, Bill, in particular, for our five-month financial check-in. Bill was prepared with an updated picture of our finances. He answered all of our questions, and we felt heard. It was a good meeting.

Bill is always very insightful on the market moves. He helps us align our portfolio for what we want to accomplish. He is always willing to take the time to discuss tax implications and other financial options. Thank you Bill, Val and Alex

Since first meeting with Bill and his team at AOI, we feel they have really taken their time to get to know us and to listen to what is important to us. They do not offer a ?cookie cutter? approach that only focuses on investment advice but instead, they look at the whole financial health picture and offer their insight and advice. Bill is a friendly, down to earth person and we very much look forward to our meetings with him.

Our previous financial advisor recently retired. We just started with AIO and have been very pleased with the knowledge and professionalism of the team. They listened to our questions and incorporated our feedback into their suggested plans. No pressure sells. Great people to work with!

AIO has helped me immensely. They educated myself on investments and do so in a manner I can easily understand. Besides keeping my monies in safe investments, they suggest to me to guide my investments thru my life stages, needs, financial goals and are knowledgeable on green investments.

I have worked with this company for several decades. In every way- they have always gone above and beyond the call for me- with respect to my future finances, my personal and professional well being- and regarding my financial education. They will listen closely to you-and help you achieve your individual goals. I cannot recommend this team highly enough!

I've been with AIO for years. It's good to know that I'm not charged for every transaction, but on a fee only basis, so they aren't trying to boost my bill by adding unnecessary changes. What they are trying to do is boost my quality of life. Over the years, we've worked together on a financial strategy that supports my beliefs! They arrived at our meeting today ready with plans to share about building my future. I truly appreciate their financial assistance and Modis operandi.

We've been working with Bill and Alex for a couple of months. So far so good. We've learned a lot and have a path forward to retirement. Looking forward to the future together!

Great service over many years for many members of my family. They have provided me with wonderful perfomance and a sense of future security.

Bill does a great job of both managing my money and helping me understand why he makes the recommendations he makes. Much appreciated.

Always enjoy our meetings with Bill. He's done a great job with our investments and the meetings are always educational.

Bill has kept us on track for many years and we Trust his knowledge and values.

Amazing financial advice provided. We've been clients for years. The best decision we've made.

Great review as usual. Easy to understand and very informative. Thanks everyone.

Bill is very knowledgeable and helpful.

Excellent service, information, and planning help

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.